IBDQ icon

iShares iBonds Dec 2025 Term Corporate ETF
IBDQ

Overview Fund Activity

346 hedge funds and large institutions have $1.91B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 174 increasing their positions, 76 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+21
Holders Change %
+6.46%
% of All Funds
5.02%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.19%
New
46
Increased
174
Reduced
76
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$59.3M
2
Bank of America
2
Bank of America
North Carolina
$180M
3
JAG
3
Journey Advisory Group
Kentucky
$12.1M
4
HPC
4
HM Payson & Co
Maine
$62.2M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$33.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$81.1M
2
GBWM
2
Granite Bay Wealth Management
New Hampshire
$1.04M
3
AG
3
AlTi Global
New York
$1.55M
4
NA
4
NewEdge Advisors
Louisiana
$38.4M
5
SL
5
Summitry LLC
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RW
26
RVW Wealth
California
$18.2M -$511K -20,613 -3%
RJA
27
Raymond James & Associates
Florida
$17.8M +$1.1M +44,309 +7%
Truist Financial
28
Truist Financial
North Carolina
$17.7M +$246K +9,932 +1%
BFEC
29
Benjamin F. Edwards & Company
Missouri
$17.7M +$2.06M +83,078 +13%
CIA
30
Capital Investment Advisors
Georgia
$16.4M +$787K +31,729 +5%
KTM
31
Keeler Thomas Management
Utah
$16.3M +$1.1M +44,376 +7%
HCM
32
Howland Capital Management
Massachusetts
$16.2M +$1.76M +70,856 +12%
SAM
33
Summit Asset Management
Tennessee
$14.6M +$463K +18,644 +3%
ATPW
34
Ashton Thomas Private Wealth
Arizona
$14.4M -$70.3K -2,833 -0.5%
MCM
35
MV Capital Management
Maryland
$14.1M -$511K -20,610 -3%
MA
36
MCF Advisors
Kentucky
$13.8M +$31K +1,249 +0.2%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$13.4M +$1.56M +63,025 +13%
Creative Planning
38
Creative Planning
Kansas
$13M +$3.03M +122,296 +30%
BMM
39
Buffington Mohr McNeal
Idaho
$12.8M +$588K +23,684 +5%
AF
40
Arrow Financial
New York
$12.7M +$418K +16,867 +3%
JAG
41
Journey Advisory Group
Kentucky
$12.1M +$11.7M +471,082 +2,944%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$12M +$2.07M +83,245 +21%
HighTower Advisors
43
HighTower Advisors
Illinois
$11.7M -$10.8M – –
CTC
44
Central Trust Company
Missouri
$11.7M +$417K +16,817 +4%
BPA
45
Beacon Pointe Advisors
California
$10.7M -$51.2K -2,064 -0.5%
KAS
46
Kestra Advisory Services
Texas
$10.5M +$2.13M +85,724 +25%
SG
47
Strid Group
Pennsylvania
$10.2M +$2.87M +115,646 +39%
SCA
48
Snowden Capital Advisors
New York
$10.1M -$7.5M – –
WCM
49
Windsor Capital Management
Arizona
$9.7M -$1.05M -42,286 -10%
GRP
50
Global Retirement Partners
California
$9.3M +$1.35M +54,469 +17%
1
2
3 4 5